Dynamics 365 Licensing Guide
Dynamics 365
Licensing Guide
May 2021
Dynamics 365 Licensing Guide | October 2020
Using This Guide
Use this guide to understand how to license Microsoft Dynamics 365 intelligent business applications. You
have a variety of options to suit your situation. Whether you need one Dynamics 365 application or many, they
can be easily and independently deployed so you can start with what you need and easily adopt additional
capabilities as your business demands.
To improve the readability of this document, we¡¯ve shortened product names throughout to exclude
¡°Dynamics 365.¡± If you¡¯re ever uncertain, see the complete list of full and shortened Dynamics 365 names in
Appendix A.
The Contents page shows how this document is structured, with an overview followed by details organized by
product. The licensing section for each Dynamics 365 product includes information about:
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The specific application
Related or add-in applications and capacity that may be licensed with it
Use rights
To easily maneuver between sections, simply click the TOC symbol (
to the Contents page.
) at the end of each section to return
Other resources you may need
This document is about Dynamics 365 licenses, but it is not a legally binding licensing rights document. It also
does not supersede or replace any legal documentation covering use rights. To understand conditions on
license acquisition, product-specific terms, and conditions governing how Microsoft products can be used in
Microsoft volume licensing programs, review the complete Product Terms and Licensing Terms.
A complete list of product features and capabilities is available in technical documentation at Microsoft
Dynamics 365 documentation | Microsoft Docs. You can also search for in-depth articles and find helpful
information about licensing provisioning and licensing administration at Microsoft Docs.
For help determining the right technology solution for your organization, including the license requirements
for a specific product or scenario, talk to your Microsoft account team or your Dynamics Certified Partner.
Microsoft reserves the right to review or update this document at any time without notice.
This document does not apply to Microsoft Dynamics on-premises solutions; the Microsoft Dynamics
CRM Online service; or the Microsoft Dynamics AX online service. Appendix H provides links to the
applicable licensing guides for these other products, which include details on entitlements and use rights and
the benefits derived from Dynamics 365 licenses.
What¡¯s new in this licensing guide?
This licensing guide was updated to reflect licensing updates and new online service offerings as of May 2021.
See Appendix I: Change Log for more details.
Dynamics 365
Description
Dynamics 365 Licensing Guide | May 2021
New Offer or Change
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Contents
How to Buy Dynamics 365 .............................................................................................................................................................. 3
Dynamics 365 Licensing Overview .............................................................................................................................................. 3
Assigned licenses .......................................................................................................................................................................... 3
Full user access licenses ............................................................................................................................................................................................. 4
Additional user access licenses ............................................................................................................................................................................... 5
Unassigned Licenses..................................................................................................................................................................... 6
Full application access licenses ............................................................................................................................................................................... 6
Cross-application access licenses ........................................................................................................................................................................... 6
Capacity licenses........................................................................................................................................................................................................... 6
Assigned Application Licensing .................................................................................................................................................... 6
Dynamics 365 Business Central ................................................................................................................................................. 7
Dynamics 365 Commerce ........................................................................................................................................................... 9
Dynamics 365 Customer Service ............................................................................................................................................. 12
Dynamics 365 Field Service ...................................................................................................................................................... 15
Dynamics 365 Finance ............................................................................................................................................................... 17
Dynamics 365 Guides ................................................................................................................................................................. 19
Dynamics 365 Human Resources ............................................................................................................................................ 19
Dynamics 365 Project Operations .......................................................................................................................................... 21
Dynamics 365 Remote Assist ................................................................................................................................................... 23
Dynamics 365 Sales ....................................................................................................................................................................24
Dynamics 365 Supply Chain Management........................................................................................................................... 27
Unassigned Application Licensing ............................................................................................................................................ 30
Dynamics 365 Customer Insights............................................................................................................................................ 30
Dynamics 365 Customer Voice ................................................................................................................................................ 31
Dynamics 365 Electronic Invoicing ......................................................................................................................................... 32
Dynamics 365 Fraud Protection .............................................................................................................................................. 32
Dynamics 365 Marketing .......................................................................................................................................................... 33
Cross-Application Licensing ........................................................................................................................................................ 35
Assigned licenses ........................................................................................................................................................................ 35
Device licenses ........................................................................................................................................................................................................... 35
Human Resources Self Service license .............................................................................................................................................................. 36
Operations ¨C Activity license................................................................................................................................................................................. 37
Team Members licenses ......................................................................................................................................................................................... 37
Unassigned licenses.................................................................................................................................................................... 38
Operations ¨C Order Lines license......................................................................................................................................................................... 38
Capacity licenses .........................................................................................................................................................................39
Default subscription capacity ............................................................................................................................................................................... 39
Capacity add-ons ...................................................................................................................................................................................................... 41
Additional Licensing Requirements ......................................................................................................................................... 42
Minimum license purchase requirements ............................................................................................................................42
Licensing requirements for external users ...........................................................................................................................42
Multiplexing .................................................................................................................................................................................43
Dual use rights .............................................................................................................................................................................43
Dual write ......................................................................................................................................................................................44
Dynamics 365 extensibility .......................................................................................................................................................45
Appendix A: Dynamics 365 Licenses ....................................................................................................................................... 46
Appendix B: Definitions ................................................................................................................................................................. 47
Appendix C: Dynamics 365 Team Members Use Rights Overview ............................................................................ 49
Appendix D: Custom Tables (formerly known as ¡®Entities¡¯) .......................................................................................... 51
Appendix E: Security Role Assignment, Implementation Concerns, and Customization Licensing ........... 52
Appendix F: Operations ¨C Activity Approval Privileges .................................................................................................. 55
Appendix G: Trials and Service Support ................................................................................................................................ 57
Appendix H: Additional Resources ........................................................................................................................................... 58
Appendix I: Change Log ................................................................................................................................................................ 59
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How to Buy Dynamics 365
If you¡¯re ready to conquer emerging business challenges with a next-generation ERP and CRM solution, you¡¯re
in the right place. Depending on your situation and geographic location, there are several ways to buy
Dynamics 365, including volume licensing agreements and through certified reseller partners. This guide
defines standard licensing options, and the benefits they confer, generally and for specific Dynamics 365
products. To learn more about volume licensing or to find a reseller, visit the Microsoft Volume Licensing
website. For details about volume licensing options, including Online Services terms, refer to Product Terms.
Find Dynamics 365 country, language, and localization availability here.
Note that for Dynamics 365, mixing licenses across different licensing programs¡ªfor instance, using a volume
licensing agreement for one product and a license bought through a reseller partner for another¡ªon a single
tenant is not recommended and could lead to incompatible subscriptions. Microsoft Products and Services
Agreement (MPSA) licenses may be mixed with Enterprise Agreement (EA) licenses, however, for short-term
purposes.
Dynamics 365 Licensing Overview
Dynamics 365 applications are licensed by subscription in two broad categories:
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Assigned licenses, which include:
o User licenses, which grant access for a named user, regardless of the device used. For
products that offer licenses for both enterprise and professional levels of functionality (such as
Sales), user licenses may be referred to as Enterprise licenses or Professional licenses. Note,
however, that an organization may not install both versions in the same environment.
o Device licenses, which grant access via certain devices, using either assigned or shared logins.
Unassigned licenses that provide access to a feature or service at the tenant level, regardless of the
user or device involved.
o Options include full application access, cross-application access, and additional capacity for
components, such as storage, that may be subject to capacity limits.
Assigned Licenses
User access
The functionality of a single Dynamics 365
application. May be full access or additional user
access, such as with the Team Members license.
Unassigned Licenses
Full product access
Cross-application access
Device access
Via shared or assigned logins
Additional capacity
An organization may have both assigned and unassigned licenses. Details about each type are below.
Licenses grant users non-perpetual rights (with no buy-out rights) to the use of one or more specific Dynamics
365 products in the cloud (not on-premises). As long as your subscription payments are up to date and you
adhere to the Product Terms, you will have access to the current licensed Dynamics 365 product.
Admins do not need any license to configure and administer Dynamics 365 applications.
Note: It¡¯s easiest to determine the licensing that¡¯s right for you if you understand a few related terms, such as
user licensing and tenant licensing. If you¡¯re not already familiar with them, please see Appendix B.
Assigned licenses
Assigned licenses give a named user or dedicated shared device access to specific products. Full-access user
licenses are the most common, but assigned licenses include several options for additional users, usually with
limited functionality.
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Full user access licenses
Full users are those whose work requires the full, feature-rich functionality of Dynamics 365, whether in a large
organization with Enterprise licenses or a small company with a Professional license. Enterprise and
Professional licenses may not be mixed.
Several products are also available with standard and enhanced levels of functionality, such as Sales Enterprise
and Sales Premium. The licenses for these products indicate which functionality level has been purchased.
Note that Business Central (Essentials or Premium) stands alone. It can be used with Customer Service
Professional and Sales Professional, but no other Dynamics 365 products.
Base licenses and cost savings opportunities for ¡°attach¡± licenses
Microsoft provides a cost-effective way for a single Dynamics 365 user to obtain full user licensing for multiple
products. Licenses for products that provide core business functionality qualify as base licenses. (See the table
below.) Each has one or more additional applications that are frequently used by people in the same roles and
that qualify as ¡°attach¡± licenses for that user. (These are sometimes referred to as subsequent qualifying
applications.) To take advantage of the special attach license pricing:
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Buy the first base user license at standard pricing.
Review which attach licenses are available for that base. (See the qualifying products for each base
license below.)
Buy attach licenses for the same user at an attach license price. You may buy as many attach licenses as
are available for that base license.
Every full user must have a base license, though the base licenses don¡¯t need to be for the same product. (For
instance, an attach license for Customer Service Professional is available both for a user with a Finance base
and another with a Commerce base.)
Base applications and their qualifying products for attach licensing
Dynamics 365 attach licenses per user
SCM
Sales Pro
Sales Ent
RA
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Business Central Essentials
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Business Central Premium
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Commerce
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Customer Service Enterprise (CS)
Customer Service Professional (CS)
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Field Service
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Finance
Guides
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Human Resources (HR)
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Microsoft Relationship Sales solution Plus (MRSs Plus)1
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Project Operations (Proj Oper.)
Remote Assist (RA)
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Sales Enterprise
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Sales Premium1
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Sales Professional
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Supply Chain Management (SCM)
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Eligible base license since Sales Enterprise is included with MRSS Plus and Sales Premium.
Proj Oper.
HR
Finance
Field Svc
CS Pro
CS Ent
Commerce
Dynamics 365 base licenses per user
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If you require multiple products on the base licenses list, you may buy as many qualifying attach licenses as
you need at an attach license price.
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